Greystone Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.8M | Sell |
35,834
-2,166
| -6% | -$1.08M | 2.94% | 5 |
|
|
2025
Q1 | $14.3M | Buy |
38,000
+2,165
| +6% | +$813K | 2.59% | 10 |
|
|
2024
Q4 | $15.1M | Buy |
35,835
+2,192
| +7% | +$924K | 2.63% | 9 |
|
|
2024
Q3 | $14.5M | Buy |
33,643
+936
| +3% | +$403K | 2.59% | 10 |
|
|
2024
Q2 | $14.6M | Buy |
32,707
+315
| +1% | +$141K | 2.86% | 6 |
|
|
2024
Q1 | $13.6M | Sell |
32,392
-3,956
| -11% | -$1.66M | 2.72% | 6 |
|
|
2023
Q4 | $13.7M | Sell |
36,348
-2,645
| -7% | -$995K | 3.16% | 7 |
|
|
2023
Q3 | $12.3M | Sell |
38,993
-3,512
| -8% | -$1.11M | 3.07% | 6 |
|
|
2023
Q2 | $14.5M | Sell |
42,505
-13,207
| -24% | -$4.5M | 3.36% | 6 |
|
|
2023
Q1 | $16.1M | Buy |
55,712
+8,278
| +17% | +$2.39M | 4.05% | 3 |
|
|
2022
Q4 | $11.4M | Sell |
47,434
-1,238
| -3% | -$297K | 3.34% | 4 |
|
|
2022
Q3 | $11.3M | Buy |
48,672
+14,476
| +42% | +$3.37M | 3.85% | 4 |
|
|
2022
Q2 | $8.78M | Buy |
34,196
+4,129
| +14% | +$1.06M | 2.74% | 9 |
|
|
2022
Q1 | $9.27M | Buy |
30,067
+2,560
| +9% | +$789K | 2.34% | 8 |
|
|
2021
Q4 | $9.25M | Buy |
27,507
+4,727
| +21% | +$1.59M | 2.22% | 11 |
|
|
2021
Q3 | $6.42M | Sell |
22,780
-8,920
| -28% | -$2.51M | 1.91% | 13 |
|
|
2021
Q2 | $8.59M | Buy |
31,700
+1,460
| +5% | +$396K | 2.14% | 11 |
|
|
2021
Q1 | $7.45M | Sell |
30,240
-5,300
| -15% | -$1.31M | 1.87% | 15 |
|
|
2020
Q4 | $8.62M | Buy |
+35,540
| New | +$8.62M | 2.35% | 12 |
|